+71.0%
AMZN vs RKLB
+531.1%
-460.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.0% | +3.7% | +0.3% |
| 7D | +2.8% | +15.9% | -13.1% | +0.6% |
| 30D | +5.0% | +4.0% | +1.0% | +3.8% |
| 3M | +0.6% | -23.2% | +23.8% | +3.4% |
| 6M | -1.3% | -50.4% | +49.2% | +6.3% |
| YTD | +15.5% | -11.8% | +27.3% | +11.5% |
| 1Y | +12.2% | +36.0% | -23.7% | +0.5% |
| 3Y | +87.0% | +1,321.0% | -1,234.0% | +4.6% |
| 5Y | +51.3% | +328.2% | -276.9% | -10.9% |
| All | +71.0% | +531.1% | -460.0% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RKLB.
Daily Out/Under-Performance
Portfolio return minus RKLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKLB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded RKLB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling